Chief Financial Officer

Schultheis & Panettieri LLPBoston, MA
Onsite

About The Position

Our client is currently seeking a Chief Financial Officer to oversee their organization's financial planning and accounting operations. The ideal candidate will be an accomplished accountant/ CPA. The position requires an individual with a proven track record of managing daily financial operations and effectively dealing with team members in an accountable manner that is professional and team oriented. This is a fully on-site position in Boston.

Requirements

  • Bachelor's degree in accounting, finance, or relevant field.
  • A minimum of 7 years' relevant experience, 2+ years with a union preferred.
  • In-depth knowledge of Quickbooks, Sage or similar, corporate principals, and financial analysis.
  • Strong communication and interpersonal abilities.
  • An analytical mind with good organizational skills.

Nice To Haves

  • CPA preferred.

Responsibilities

  • Oversee all aspects of day-to-day accounting requirements including, but not limited to: A/R, A/P, payroll, bank reconciliations, monthly journal entries, insurance renewals, and reporting to Governing Members and financial institutions (as required).
  • Oversee the financial strategic planning of the organization by evaluating its performance and potential risks.
  • Perform regular financial analysis.
  • Develop budgets that meet the requirements of the organization's departments.
  • Establish goals for and manage a small team of staff members.
  • Oversee annual financial statement audit by third party auditors and completion of IRS Form 990 and DOL Form LM-2.
  • Maintain systems and controls that comply with DOL best practices for Labor Unions.
  • Recognize patterns in company spending, revenue, and recommend solutions to any problem areas.
  • Negotiate contracts with third party vendors.

Benefits

  • Excellent benefits - including medical, dental, vision, defined benefit pension, defined contribution pension.
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